Ebbs and flows
Willem Vinke reflects on the global markets and how in the midst of volatility, some areas continue as normal.
Fund Commentary • 19-04-2022
TINA, inflation and Ukraine
The Sturdza Family Fund team explore the volatility of markets in light of the actions of Central Banks and the conflict in Europe.
Fund Commentary • 14-04-2022
Fed: the first rate hike
Eric Vanraes reflects on the start of the rate hikes by the Fed and what is expected down the line.
Fund Commentary • 14-04-2022
Will consumers pay more?
Mitsuhiro Yuasa discusses the increasing input costs for Japanese industry and the reluctance to raise prices.
Fund Commentary • 12-04-2022
Interpreting the cycle
Ludovic Labal and Cyril Bertrand review the European market rebounds and growth opportunities.
Fund Commentary • 12-04-2022
During War Time
The Team at Banque Eric Sturdza explore the reverberations of the developments in Europe through the lenses of the major global economies.
Fund Commentary • 12-04-2022
Takeover Potential
Bertrand Faure discusses takeover interest in companies held in the Fund and compares European and US equities.
Fund Commentary • 08-04-2022
Eric Sturdza Investments wins ‘Top Performer’ Awards at the 2022 Investors Choice Awards
Several of our UCITS funds have won the EMEA 'Top Performer' Award in the 2022 Investors Choice Awards.
News • 06-04-2022
Japan: Positioning in a resilient manner in turbulent times
Yutaka and Maiko Uda discuss the actions of Central Banks and how they will influence the Japanese market.
Fund Commentary • 23-03-2022
Policy stimulus
Lilian Co reflects on the global markets and the sanctions imposed on Chinese companies.
Fund Commentary • 18-03-2022
US interest rate hikes have a long way to go
Yutaka Uda explores the reactions to the Russian invasion and how they will impact economies.
Fund Commentary • 17-03-2022
Markets and the peace dividend
The Sturdza Family Fund team reflect on the developments in Europe and the wider implications for central banks.